BillingPlatform uses a standard navigation interface throughout the recurring billing appilcation to ensure a consistent user experience that keeps familiar items in familiar places. This section will describe and locate the main navigation components.
Navigating the Application
There are five main components used to navigate the enterprise billing system
- Home Page
- Side Menu
- Detail Section
The Home Page
The Home page provides dashboards and tools for managing your business and data. Charts and graphs help provide an overview of metrics like receivables aging; top performing customers; and daily usage vs. revenue.
The tabs located at the top of each page allow navigation to major sections of the enterprise billing application. Your current state will be preserved when navigating back and forth between tabs. When returning to a previous page it will remain as you left it.
The side menu provides links to sub-sections under the selected tab. The active section will be indicated by a blue highlight of the section. The side menu is hierarchical, meaning that sections have context with each other in a parent/child/pier style. Child sections won't appear until the parent section is selected. Main sections will always be active.
The example on the right displays the Account section is selected, indicated by the blue highlight of the section. If an account is selected it will show the current account to the right. For example the account "Legacy, Inc (PFT)" has been selected. Since the Account section is selected you can see the sub-sections below it are active as well (Contract, Account Products, Account Packages).
The detail section is the main working section of the recurring billing application. This will populate in the lower right hand side of the screen when a section from the side menu is selected.
In each of these detail sections you may find four main components:
- Record Option Buttons
The tools section is located next to the action buttons and provides access to features not necessarily aligned with the detail, edit, and new features of a record. In the example outline below the tools drop-down exposes a link to a program that allows you to upload multiple users, or create an ad-hoc invoice for the account this is in. The tools are dynamic and will change depending on the needs of the detail section (referenced below).
|Entering a blank search query will create a list of all entries|
The search button will be located in the top left of each searchable detail section. Each search button will reveal search fields relevant to the current page. Simply enter your search query and click search, results will be displayed below.
Record Search Buttons
Detail sections that contain lists of information will include the buttons shown below
Edit: Renders the record in an editable mode allowing the user to make changes to the data.
New: Renders an input form or "Wizard" that will allow you to input new data into the enterprise billing system.
Export: Allows the user to export the list (search results) to a .csv file.
Refresh: Refreshes the current search results applying the filters from the last search.
For sections that contains multiple entries of data, a list will be displayed containing the entries. Most lists will populate automatically, if no records appear, either search for a record, or search with empty search tems to populate a list with every entry. A list will look like the example below.
A detail page is displayed when an item from a list is selected, after you save a record, or when a search query returns one record. A detail page will contain all information regarding the selected item as shown below.
Links within the application detail page will direct you to the appropriate section when clicked. Underlined words represent clickable links like demonstrated in the detail page snapshot below (links are outlined).